Voice AI Agent
Chat AI Agent
Covers everything from underwriting manuals, claims procedures, loan guidelines, to compliance wikis
Product manuals, compliance handbooks, internal policy wikis, AML/KYC procedure guides, service terms documents.
Policy documents (PDFs), underwriting guidelines, claims procedure manuals, coverage explainers, state-specific regulation digests.
EHR system guides, clinical protocols, treatment pathway documents, medical coding references (CPT/ICD-10), drug formulary lists.
Loan program guidelines, credit policy manuals, document checklists, compliance FAQs (Reg B, Z), pricing sheets.
FDCPA/state regulation summaries, call scripts, payment plan options, settlements authority matrix, dispute resolution workflows.
Internal troubleshooting wikis, product catalogs, escalation playbooks, promotional offer details, return/refund policy documents.
Select from three progressively advanced Cognitive Search versions - each designed for different performance, scale and intelligence needs.
| Version | Core Focus | Major Additions | Key Benefit |
|---|---|---|---|
|
Version
V1
|
Core Focus
Semantic Search
|
Major Additions
Embedding Search
|
Key Benefit
Meaning-based retrieval foundation
|
|
Version
V2
|
Core Focus
Enhanced Search & Analysis
|
Major Additions
ElasticSearch + Chunk Summaries
|
Key Benefit
Context-rich document exploration
|
|
Version
V3
|
Core Focus
Knowledge Intelligence
|
Major Additions
Multi-Level Search + Re-Ranking + Chart Support
|
Key Benefit
Deep, multimodal, high-precision retrieval
|
Upload a document and launch a fully trained Chat or Voice AI Agent - on your website, WhatsApp, mobile app, or SMS
Upload your FAQ, policy, or guide. Our AI reads and learns everything instantly.
Deploy your AI Agent live in minutes, across 15+ customer-facing channels.
Instantly surfaces the exact information your customers or your agents need
Internal Employees
Contact Center Agents
Claims Representatives
Underwriters
Sales Agents
Customers
Understands meaning, learns on its own, and connects across your knowledge sources — no matter how you ask.
Conversational AI can automate and streamline claims submissions & status updates, adjuster workflows, distribution, underwriting, billing, payment, policy management and customer service. It also supports agents (acting as a Copilot or AI Agent Assist) by offering real-time guidance to maximize their productivity.
Yes. AI can handle and scale instantly to manage spikes in volume – handling thousands of claims calls or chats simultaneously. This ensures policyholders receive immediate updates while freeing human agents to focus on complex cases during CAT seasons.
For routine, high-volume tasks such as verifying policy details or providing claims status – AI consistently outperforms humans in speed and accuracy, while reducing errors caused by fatigue or manual entry. Humans remain critical for empathy and judgment in complex scenarios.
Floatbot.AI supports 100+ languages across text and voice, enabling insurers to serve diverse customer bases globally. This includes regional dialects, so customers can interact in the way that feels most natural to them.
Agent M, Floatbot’s proprietary LLM, actively monitors and verifies responses from AI, correcting or rejecting any inaccuracies. By applying strong guardrails, Agent M keeps AI aligned with defined goals, ensuring their behavior and output remain accurate, consistent and purpose-driven. Unlike general-purpose AI, it’s grounded in verified insurance data and workflows, minimizing the risk of hallucinations.
Floatbot.AI follows industry-leading security standards (SOC 2, ISO 27001, GDPR, HIPAA where applicable). All data is encrypted, access-controlled and auditable. Additionally, workflows are built to comply with insurance-specific regulations such as NAIC model laws and state-level privacy requirements.
No. AI is augmenting, not replacing, human teams. It handles repetitive, high-volume tasks so agents can focus on empathetic, judgment-driven work. Insurers are using AI to improve efficiency, customer experience and employee satisfaction – not to remove the human element.
